Scott Middleton

Director | Principal Financial Planner

Director and Principal Financial Planner, Scott Middleton has been helping his clients reach their goals for almost 30 years.

 

Scott’s success as an advisor is based on logical and compassionate thought processes and a highly developed problem-solving approach to financial planning. His focus is on helping clients accumulate wealth via well researched and strategically sound advice that takes into account client life stages and goals.

 

Scott believes the true essence of financial planning is assisting his clients in all aspects of their financial life and approaches this with a ‘can-do’ attitude. He has a comprehensive understanding of financial concepts and products and has the ability to communicate in terms that clients relate to and understand.

 

Scott holds a Diploma of Financial Services, is a Self-Managed Super Fund specialist (SMSF accredited advisor); FASEA accredited advisor, an Accredited Business Insurance Adviser and an Accredited Estate Planning Specialist. Scott is also a Corporate Authorised Representative of ClearView Financial Advice.

Kim Williams

Practice Manager

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Kim is the Executive Assistant at
Middleton Financial Planning.

 

Highly organised with a sharp eye for detail,
Kim works with Scott and Amy to manage a
robust and efficient administrative platform. Her
responsibilities additionally extend to client
liaison and communication.

Amy Langlands

Financial Planner

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Amy is an Authorised Representative of ClearView with a background in paraplanning and compliance. An industry specialist with over fifteen years’ experience in the finance sector.

 

She has a Bachelor of Commerce from Wollongong University (Distinction) and an Advanced Diploma in Financial Planning.

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Amy enjoys building relationships with clients and developing personalised, tailored solutions for clients of Middleton Financial Planning. Her sound knowledge of financial planning concepts ensures that clients receive technically thorough and comprehensive advice.

Clare Dunbar

 Financial Planner

Clare is a Financial Adviser with over 15 years’ experience in the finance industry.

 

She holds a Graduate Certificate in Finance (Distinction) from Charles Sturt University and a Diploma of Financial Services.

 

Clare is passionate about helping clients achieve their lifestyle and financial goals. She takes a holistic approach to financial planning and it is important to her to build strong relationships with clients and ensure that they are well-looked after through their various life stages.

Geoff Farrar JP

 Client Liaison & Support

Working from our Nowra Office, Geoff is fundamental in ensuring our clients enjoy a high level of service.

 

Geoff originally started in the financial services industry as a Banker in 1970, and his long career has encompassed senior banking roles, real estate management and high-level corporate engagement. 

 

Prior to joining Middleton Financial Planning, Geoff was the Proprietor and Director of his own financial planning practice on the South Coast for 25 years.

Lee Healey

 Senior Client Services Officer

Lee has been working in a client support role in the financial service industry for over 18 years.

 

She holds a Bachelor of Commerce from the Wollongong University and an Advanced Diploma of Financial Planning from the industry body, Kaplan.